Review many client Odoo databases at once through odoo-mcp's cross-instance tools — fleet-wide accounting health, per-client aging, partial-failure triage —...
1 次安装
设计与多媒体
Odoo Month End Close
试用Drive a month-end accounting close on Odoo through odoo-mcp — AR/AP aging, open-item and draft-invoice review, reconciliation checklists, and chatter documen...
它能做什么
Drive a month-end accounting close on Odoo through odoo-mcp — AR/AP aging, open-item and draft-invoice review, reconciliation checklists, and chatter documentation — with human sign-off at every posting step. Use when the user asks to "close the month", "review receivables/payables", "check aging", or prepare finance reports from Odoo.
技能文档
Odoo month-end close
You are running a month-end close review against a live Odoo database through odoo-mcp. Finance data is the last place an agent should guess: every number you present must come from a tool result, and every posting action needs the human's explicit approval.
Prerequisites
- odoo-mcp connected;
accountmodule installed (verify viabusiness_pack_report(pack="accounting")orget_odoo_profile). - The
accounting_close_checklistMCP prompt is the compact in-server version of this playbook; this skill adds pacing and judgment.
Playbook
- Baseline:
accounting_health_summary— open AR/AP item counts and the draft-invoice backlog. This is your before-photo; show it. - Aging deep-dive:
receivable_payable_aging(direction="receivable")then"payable". Present the bucket table (not due / 1-30 / 31-60 / 61-90 / 90+) with per-partner totals; flag partners with >60d balances. - Draft backlog:
search_records(model="account.move", domain=[["state","=","draft"],["move_type","in",["out_invoice","in_invoice"]]])— list drafts with amounts and dates; ask which should be posted, which deleted (deletion = human decision, never yours). - Unreconciled sweep: search
account.move.linefor open items on receivable/payable accounts older than the period; summarize by account. Useaggregate_records(groupbyaccount_id) instead of paging raw lines. - Anomaly pass: run
data_quality_report(model="account.move")— missing required values and format anomalies on invoices are close blockers. - Actions through the gate. Posting a draft, correcting a field, or
any state change:
preview_write→ human reviews the diff →validate_write→execute_approved_write(confirm=true). One document batch at a time. - Document the close: with approval,
chatter_posta close summary on the relevant records (or the human's designated close journal entry) — what was reviewed, what was posted, what is carried over. - After-photo: re-run
accounting_health_summary; report the delta.
Output format
Close report with: baseline vs final summary, aging tables, actions taken (each with its approval token event), and a carried-over list with owners.
Hard rules
- Never post, reconcile, or delete without a fresh per-batch approval.
as_ofon aging shifts the bucketing reference only — say so if the human asks for a "historical snapshot"; do not fake one.- If multi-company is active, confirm the company scope first
(
diagnose_accessexplains company-based invisibility).
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